Simplicity Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

Simplicity Solutions’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.06M	Sell	3,887 -148	-4%	-$37.7K	0.03%	426
2023 Q3	$989K	Sell	4,035 -199	-5%	-$50.8K	0.03%	416
2023 Q2	$1.08M	Sell	4,234 -516	-11%	-$124K	0.03%	446
2023 Q1	$1.12M	Buy	+4,750	New	+$1.1M	0.03%	451
2021 Q1	–	Sell	-13,111	Closed	-$2.93M	–	747
2020 Q4	$2.93M	Buy	13,111 +1,314	+11%	+$276K	0.04%	308
2020 Q3	$2.31M	Buy	+11,797	New	+$2.28M	0.04%	304
2016 Q1	–	Sell	-14,141	Closed	-$1.7M	–	351
2015 Q4	$1.7M	Buy	+14,141	New	+$1.72M	0.2%	141

Other funds holding IWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Solutions's IWV Position: Q4 2023 in Review

Simplicity Solutions reduced its iShares Russell 3000 ETF (IWV) stake by 3.7% in Q4 2023, selling an estimated $37.7K and leaving 3,887 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #426.

Simplicity Solutions first reported a position in IWV in Q4 2015 and has held it in 7 quarters since. The position peaked at $2.93M in Q4 2020. 755 funds tracked by Wall St. Rank hold IWV as of Q4 2023.

Simplicity Solutions held 3,887 shares of iShares Russell 3000 ETF worth $1.06M as of Q4 2023.
Simplicity Solutions sold 148 iShares Russell 3000 ETF shares in Q4 2023, an estimated $37.7K.
iShares Russell 3000 ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #426 holding.
Simplicity Solutions first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 7 quarters since.
Simplicity Solutions's iShares Russell 3000 ETF position peaked at $2.93M in Q4 2020.
755 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.